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Meet Fynancial, the world's first Social Financial Platform (SFP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features. Social media introduced the scroll We just think the scroll belongs on your own app. Post directly to your client's and prospect's pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day...
02-04 October 2023
Hosted by Nitrogen, the makers of Riskalyze, join 1,000+ wealth management professionals this fall at the #1 resort in Florida for three days of learning, connection, and growth. The Fearless Investing Summit is where financial advisors network with
Event Ended
Hybrid
Paid
Miami